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This is a featured job

Client Manager (Hamilton)

at Perpetual Guardian
Be an early applicant

This is a Full time job

Hamilton Central, Waikato
Medical and Life insurance package included
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
subClassification: Banking & Finance LawBanking & Finance Law
classification: Legal(Legal)
Featured
Featured
This is a featured job

Advice Compliance Specialist

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed seven days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Head of Wealth

at Vega
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
$105,000 per year
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed fifteen days ago

Financial Adviser - Entry Level

at Enva Financial

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular bonuses
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed fifty minutes ago

Senior Associate – Financial Services

at Titan Wealth NZ Ltd
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
Financial services role in Auckland supporting advisers with business development, client research, admin and training toward advisory progression.
Financial services role in Auckland supporting advisers with business development, client research, admin and training toward advisory progression.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
50m ago
50m ago
Listed one day ago

Relationship Specialist

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$70,000-$75,000 plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Recruited byHayley Jordaan
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty eight days ago

Financial Adviser

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Existing book
  • Experienced team
  • Well supported
  • Existing book
  • Experienced team
  • Well supported
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed two days ago

Operations Analyst

at NZX Limited

This is a Full time job

Albany, Auckland
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

KiwiSaver Adviser

at The Money Men

This is a Full time job

Orewa, Auckland(Hybrid)
$90,000 – $110,000 per year
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed fifteen days ago

Wealth Management Adviser/Team Lead

at enableMe NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty hours ago

Client Manager (Hamilton)

at Perpetual Guardian
Be an early applicant

This is a Full time job

Hamilton Central, Waikato
Medical and Life insurance package included
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
subClassification: Banking & Finance LawBanking & Finance Law
classification: Legal(Legal)
20h ago
20h ago
Listed two days ago

Financial Adviser/Planner

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$125,000 – $140,000 per year
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty one days ago

Financial Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$70,000 – $100,000(building to $150k+ yr3 + Trail)
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty eight days ago

Wealth Management Associate -Hawkes Bay

at Debbie Graham & Associates Limited

This is a Full time job

Havelock North, Hawkes Bay
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed one day ago

Adviser Assistant - Christchurch

at Forsyth Barr Limited

This is a Full time job

Christchurch Central, Canterbury
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
This is a rare opportunity for someone to join our great team in our Christchurch office.
This is a rare opportunity for someone to join our great team in our Christchurch office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eight days ago

Advice Compliance Specialist

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Wellington Central, Wellington
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed seven days ago

Customer Experience Representative

at NZX Limited

This is a Full time job

Auckland CBD, Auckland
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
Enjoy working with data and helping customers? We'd love to hear from you!
Enjoy working with data and helping customers? We'd love to hear from you!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
7d ago•Expiring
7d ago•Expiring
Listed twenty two days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed one day ago

Lead Investment Advisor - North Shore

at Debbie Graham & Associates Limited
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
  • Establish and build Milford's new North Shore Auckland office.
  • Provide outstanding leadership and excellent client in person service.
  • Proven track record of providing investment advice.
  • Establish and build Milford's new North Shore Auckland office.
  • Provide outstanding leadership and excellent client in person service.
  • Proven track record of providing investment advice.
You will demonstrate strong leadership, foster professional growth in team members and ensure smooth and efficient office management.
You will demonstrate strong leadership, foster professional growth in team members and ensure smooth and efficient office management.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty four days ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Christchurch Central, Canterbury
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Fast paced role with a commitment to helping people join the industry
Fast paced role with a commitment to helping people join the industry
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago•Expiring
24d ago•Expiring
Listed two days ago

Adviser Assistant - Kapiti

at Forsyth Barr Limited

This is a Full time job

Paraparaumu, Wellington
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
This is a rare opportunity for someone to join our great team based in our Kapiti Team.
This is a rare opportunity for someone to join our great team based in our Kapiti Team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed eight days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago

Private Wealth Assistant - Hamilton

at Craigs Investment Partners

This is a Full time job

Hamilton Central, Waikato
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed one day ago

Client Manager

at Perpetual Guardian

This is a Full time job

Christchurch Central, Canterbury
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed sixteen days ago

Customer Success Specialist

at Kernel Wealth

This is a Full time job

Auckland CBD, Auckland
Great environment in growing tech organisation!
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
16d ago
16d ago
Listed seventeen days ago

Financial Adviser

at Chris Lee and Partners Ltd

This is a Full time job

Paraparaumu Beach, Wellington
We are looking for a Financial Adviser for our independent Wealth Management firm, providing investment advice and portfolio reviews.
We are looking for a Financial Adviser for our independent Wealth Management firm, providing investment advice and portfolio reviews.
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty seven days ago

Wealth Advisor - 10 month contract in Auckland

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Manage a portfolio of clients in the Auckland office.
  • Ability to develop quality relationships.
  • Work for a leading fund manager
  • Manage a portfolio of clients in the Auckland office.
  • Ability to develop quality relationships.
  • Work for a leading fund manager
Opportunity for an accomplished wealth management professional - 10 month contract.
Opportunity for an accomplished wealth management professional - 10 month contract.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed fourteen days ago

Business Development Manager

at Hunter Campbell Limited

This is a Full time job

Auckland CBD, Auckland
Base, bonus, vehicle allowance, carpark
  • Join a growth phase NZ owned life insurer at a pivotal moment in its expansion
  • Build and manage a national adviser and distribution partner network
  • Auckland-based with NZ wide travel and industry event representation
  • Join a growth phase NZ owned life insurer at a pivotal moment in its expansion
  • Build and manage a national adviser and distribution partner network
  • Auckland-based with NZ wide travel and industry event representation
Momentum Life is reshaping life insurance in NZ. This is your chance to own the adviser distribution function and drive real growth.
Momentum Life is reshaping life insurance in NZ. This is your chance to own the adviser distribution function and drive real growth.
subClassification: New Business DevelopmentNew Business Development
classification: Sales(Sales)
14d ago
14d ago
Listed nine days ago

BDM/Presenter - Financial Planning Services

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$100 - $135k Renumeration
  • Make a real difference to peoples lives with a business you can be proud of.
  • Enjoy being part of a smaller organisation where your ideas can be implemented.
  • Make a real difference to peoples lives with a business you can be proud of.
  • Enjoy being part of a smaller organisation where your ideas can be implemented.
Are you an experienced communicator with strong financial knowledge looking to make a real difference in people's lives?
Are you an experienced communicator with strong financial knowledge looking to make a real difference in people's lives?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
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